Configuring Proactive Triggers

  • Release version: Zurich
  • Updated July 31, 2025
  • 1 minute to read

    • Plan, configure, and review your Proactive Triggers.

    Before you begin

    Activate the Proactive Triggers feature.

    Note:
    For new customers onboarding from Vancouver onward, the chat widget is only accessible to authenticated users by default. To allow unauthenticated users to access the chat widget, you must enable the $sn-va-web-client-app and sn_va_web_client_app_embed pages for public access. For more information, see Make UI pages public or private.

    Role required: admin

    About this task

    The following steps provide a high-level overview of the Proactive Triggers configuration process.

    Procedure

    1. Navigate to Conversational Interfaces > Settings > General, and then select the View All button next to Proactive Triggers's Rules.
    2. Select New to create rules and define actions that are triggered by those rules.
    3. Optional: Navigate to Conversational Interfaces > Settings > General, and then select the View All button next to Proactive Triggers's Trigger types.
    4. Optional: Select New to create custom trigger types.
    5. Optional: Create multiple rules related to the same trigger type, if needed.

    What to do next

    Review execution logging tables and explore common issues and their resolutions to ensure that your Proactive Triggers feature is working as expected.